finit solutions getting the most out of epm an overview of epma-february 2011

Getting the Most out of EPM:GettingtheMostoutofEPM:AnOverviewofEPMA

February16,2011

Presented by: Lester MaldonadoPresentedby:LesterMaldonado

www.finitsolutions.com

Th Fi it S l ti S iTh Fi it S l ti S i

GettingtheMostoutofEPM:AnOverviewofEPMA

FinitIntroductionThe Finit Solutions SeriesThe Finit Solutions Series

FinitSolutionsspecializesinconsultingservicesintheOracleHyperionEnterprisePerformanceManagementSolutionssuiteofproducts:

Financial Consolidation FinancialManagement(HFM)

Hyperion Enterprise

Planning and Business Intelligence Planning

Essbase HyperionEnterprise FinancialCloseManagement DisclosureManagement

Essbase Profitability&CostManagement

(HPCM)

Data Integration FinancialDataQualityManagement

(FDM)

BI+ Reporting Tools FinancialReporting Smartview( )

OracleDataIntegrator(ODI) DataIntegrationManagement(DIM) Other (EPMA, ERPi, etc)

Smartview

WebAnalysis EssbaseExcelAddin

www.finitsolutions.com 2

Other(EPMA,ERPi,etc)



FinitsClientServiceThe Finit Solutions SeriesThe Finit Solutions Series

We take client service very seriously and our results areWetakeclientserviceveryseriouslyandourresultsareunmatchedintheindustry:

Ourclientserviceapproachhasledto100%customersatisfaction for every Finit client (134 and counting) forsatisfaction forevery Finitclient (134andcounting)for

everyproject (over225andcounting).




SomeFinitClientsThe Finit Solutions SeriesThe Finit Solutions Series




AboutthePresenterThe Finit Solutions SeriesThe Finit Solutions Series

LesterMaldonado( )([email protected])

ConsultantFinitSolutions 16 years of experience16yearsofexperience

implementingHyperionproducts WorkedwithHyperionEssbase

since version 3X and Hyperionsinceversion3XandHyperionPlanningsinceversion1.5

HyperionEssbaseandHyperionPlanningCertified




HowtoAskaQuestionThe Finit Solutions SeriesThe Finit Solutions Series




Purpose of this Webinar The Finit Solutions SeriesThe Finit Solutions SeriesPurposeofthisWebinar ProvideinsightintotheEnterprisePerformanceManagement

Architecttool,includingsomeitemsthatarenewinFusion11.1.2.Keytopicswillinclude: EPMA Whatisit? EMPA OverviewEMPAOverview

ApplicationLibrary MetadataManagement CalculationManager DataMovementsusingEPMA EPMAConsiderbeforeimplementing

Whatsnewon11.1.2 ImplementationConsiderations


The Finit Solutions Series

EnterprisePerformanceManagementArchitecta age e t c tectWhatisit?




TheGenesisofEPMAThe Finit Solutions SeriesThe Finit Solutions Series

AstheHyperionproductsweredevelopedasseparatesoftwarepackagesandtheindustrystarteddevelopingtheconceptsofPerformanceManagement,aneedtointegrate these products became apparentintegratetheseproductsbecameapparent.

BeforeEPMAtherewasBPMA.TheBusinessPerformanceManagementArchitectwasreleasedinversion9.3andisthebasisofthecurrentEPMAproduct.

EPMA primarily focuses on metadata management but also provides additionalEPMAprimarilyfocusesonmetadatamanagementbutalsoprovidesadditionalfunctionality.EPMAattemptstoprovidesasinglepointofprocessdevelopmentandmaintenancethatcrossesvariousEPMapplications(HFM,Planning,etc).Someiftheseprocessesare:

Metadatamaintenance ApplicationMaintenanceandDeployment DataSynchronization BusinessRules Automations(BatchScripts)

CurrentlyEPMAhascapabilitiesthatallowforalloftheseprocessestobehandled


throughitsinterface,whichiswebdeployed.



EPMA 101The Finit Solutions SeriesThe Finit Solutions Series

EPMArchitectisaccessedfromWorkspace. These are the modules that make up EPMA:ThesearethemodulesthatmakeupEPMA:

DimensionLibrary ApplicationLibrary

C l l i CalculationManager DataSynchronization ApplicationUpgrade LibraryJobConsole

Additionalutilitiesare:Batch Data BatchData

FileGenerator




EPMA HighLevelArchitectureThe Finit Solutions SeriesThe Finit Solutions Series

g EPMArchitectisafeatureofFoundationServicesandintegrates

withEPMapplications(FinancialManagement,Planning,Essbase,andProfitabilityandCostManagement).




ApplicationLibraryThe Finit Solutions SeriesThe Finit Solutions Series

ApplicationLibrariesallowforthecreationandupkeepofthevariousapplicationssupportedbyEPMA.

pp y

pp pp y

Thescreenprovidesthefollowinginformation: ApplicationSummary,Dimensions,Properties,Description,SynchronizationandRules / Rule SetsRules/RuleSets

Thefollowingaretasksthataredoneattheapplicationlevel: Duplicate/Migrate,Delete,Validate,Deploy,Reregister,DataFlow,

h dSynchronization,CompareandSummary.




ApplicationLibraryDemoThe Finit Solutions SeriesThe Finit Solutions Series

pp y




DimensionLibrariesThe Finit Solutions SeriesThe Finit Solutions Series

DimensionLibrariesiswherethemanagementofshareddimensionsandapplicationspecificdimensionstakeplace.pp p p

MembersandmemberpropertiesforallofthesupportedEPMAapplicationsarealsomaintainedhere.

Whenaddingamembertoasharedlibraryitwilladdittoalloftheapplicationswherethatdimensionisshared.

Members from shared dimensions can be excluded from specificMembersfromshareddimensionscanbeexcludedfromspecificapplications.

MembersinasharedlibrarycancontainthepropertiesofalloftheapplicationsthatEPMAsupportsasof11.1.2.Settingsthesepropertiesaheadoftimemakesthecreationofnewapplicationsmoreefficient.




DimensionLibrariesDemoThe Finit Solutions SeriesThe Finit Solutions Series




CalculationManagerThe Finit Solutions SeriesThe Finit Solutions Series

CalculationManagerisusedtocreate,validate,deploy,andadministercalculationsforFinancialManagement,Planning,and

g

g , g,Essbaseinagraphicalviewformat

CalculationManageriscomparabletotheprocessfollowedtot l l ti i B i R l ith h d f ti litcreate calculationsinBusinessRuleswithenhancedfunctionality

Therearethreetypesofobjectsthatcanbecalculated: RuleSets, whichareobjectsthatcontainrulesthatcanbecalculated, j

simultaneouslyorsequentially

Rules areobjectsthatcontaincomponentsandtemplates Components are objects that contain formula components scriptComponentsareobjectsthatcontainformulacomponents,script

components,conditioncomponents,rangecomponents,andfixedloopcomponents




CalculationManagerThe Finit Solutions SeriesThe Finit Solutions Series

CalculationManagerworkswithbothClassicandEPMAapplications

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pp

Currentlythecalculationlanguageusedisthatofthecalculationengineofeachapplication(i.e.HFMorPlanningspecific)

Thevisionatthispointisforthedevelopmentofacommonlanguageacrossallenginesandtomakeiteasierfororganizationstobuildandmaintaincalculationswithoutneedingprogrammingg p g gexpertise




CalculationManagerDemoThe Finit Solutions SeriesThe Finit Solutions Series

g




DataSynchronizationThe Finit Solutions SeriesThe Finit Solutions Series

EPMAprovidesfunctionalitythatallowsfor: MovementofdataacrossHyperionApplications.Forexample:

y

yp pp p ProducttoProduct(sameproductsLikePlanning>Planning) OneProducttoAnother(i.e HFM>Planning,Planning>Essbase)

Creationofmappingsandfilters. Layoutofdataflowmaps.

EPMAdoesnotprovidefunctionalityforrangemapping,dynamic/wildcard mapping or ignore logic during data loadwildcardmappingorignorelogicduringdataload

DataSynchronizationdoesnotallowyoutodobasictransformationduringtheloadofadataormetadatafilelikegEssbaseAdministrationsServicesandFDMallows.Forexample;Mergefields,performFindandReplaceofcharactersduringaload,etc


etc.



DataSynchronizationDemoThe Finit Solutions SeriesThe Finit Solutions Series

y




MappingandFiltersThe Finit Solutions SeriesThe Finit Solutions Series

WhenmappingtwoEssbasecubesoraPlanningApplicationwithanEssbasecube, EPMAbasicallybuildsadataexportcalculation

pp g

, y pscriptusingthefiltersinthesourceastheFixStatementinthecalcscript.

Whenmappingapplicationsthathavedifferentnumberofdimensionsensuretheapplicationisaggregatedtothe

i t l l Oth i i t d t ill bappropriatelevels.Otherwiseincorrectdatawillbetransferred.

Whencreatingmappings,keepEssbasecalculationperformanceinmind.




AutomationsThe Finit Solutions SeriesThe Finit Solutions Series

EPMAprovidesaBatchClientthatallowsforbothinteractivemodeandbatchmode. IninteractivemodeanadministratoristypingcommandlinesintoaDOSlike

interface.

In Batch Mode the same interface is launched running a script that executesInBatchModethesameinterfaceislaunchedrunningascriptthatexecutesanumberofcommands

Therearethreewaysoflaunchingthisclient:F h M l S P O l EPM S F d i FromtheMenu:selectStart,Programs,OracleEPMSystem,FoundationServices,PerformanceManagementArchitect,StartEPMABatchClient.

Interactivecommandmode: HYPERION_HOME\products\Foundation\BPMA\EPMABatchClient\epmabatchclient.bat.

BachScriptmode: HYPERION_HOME\products\Foundation\BPMA\EPMABatchClient\epmabatchclient.bat

CMyScript txt


CMyScript.txt



CommandsThe Finit Solutions SeriesThe Finit Solutions Series

Commandsconsistofa:Commandverb,Commandclass,ParameterValuecollectionoraPropertyValuecollection

Parametersandvaluesareseparatedbycommas.Supportedcommandverbsinclude:

CREATECOPY

EXITINCLUDE

QUITREMOVE

DEBUGDELETEDETACHEXCLUDE

INSERTLOGINLOGOUTMOVE

RENAMESHAREUPDATESETEXCLUDE

EXECUTEMOVEOPTION

SETVARIABLE

Supportedcommandclassesinclude:

APPLICATIONASSOCIATIONDIMENSION

DIMSYNCHRONIZATIONMEMBERIMPORT

DATASYNCHRONIZATIONREDEPLOYVALIDATE


DIMENSIONASSOCIATION DEPLOY


WhatsNewinversion11.1.2




Whatisnewinrelease11.1.2The Finit Solutions SeriesThe Finit Solutions Series

EPMAnowsupports:

Upgrade of a regular Essbase Application to an EPMA EssbaseUpgradeofaregularEssbaseApplicationtoanEPMAEssbaseApplication.

ConversionofEPMAsmartlisttoEssbasetextlist EssbaseASOapplicationsasasourcefordatasynchronizations AbilitytomodifyEssbaseBSOdatabasesdenseandsparsesettings.

I di tl thi l li d t Pl i d P fit bilit d C t IndirectlythisalsoappliedtoPlanningandProfitabilityandCostManagement

Abilitytomodifythesortorderforchildrenofaparent DynamicTimeSeries(DTS)forBSOcubes.





ApplicationTroubleshootingSupportpp Insomecases,thestateofanEPMA

applicationbecomesoutofsyncwiththeDimensionServer,object, jrepository,ortargetEPMAproduct.

Thishappensforvariousreasonsandyoucannowrunthenewyapplicationdiagnosticfeaturetocheckforapplicationinconsistencies.

Issuesidentifiedmayeitherbefixedmanuallyorautomaticallybyselectingtheappropriateresolution


option.




FinancialManagementCopyApplicationUtility(YoucannowusetheutilitywithanEPMAenabledapplication)y pp )

SupportforPublicSectorPlanningandBudgeting EnhancedSupportforProfitabilityandCostManagement

Updatedvalidations Supportforduplicatemembersacrossdimensions



EPMA Considerbeforeimplementingimplementing




ConsiderBeforeImplementingThe Finit Solutions SeriesThe Finit Solutions Series

Ifyouareanewclient,wewouldconsider: Whatproduct(s)areyouimplementing?HFM,Planning,Essbaseor

p g

p ( ) y p g , g,Profitability

Howcomplexaremyapplications? Does EPMA supports the functionality I need today?DoesEPMAsupportsthefunctionalityIneedtoday? TrainingcostofgoingdirectlyintoEPMAmightbelowerasthesame

metadataanddataloadtechniquesareusedacrossalltheEPMAsupportedproductsproducts

Maintenancecostcouldbelowerasthenumberofobjectstomaintaincouldbeless.

If you start with EPMA applications will not need to be upgrade in the future IfyoustartwithEPMAapplicationswillnotneedtobeupgradeinthefuture KeepinmindyoucanalwaysstartusingtheClassicapproachandusethe

EPMAupgradeutilityatafuturetimetoupgradetheapplicationsoncethefunctionality you need is available


functionalityyouneedisavailable.



ConsiderBeforeImplementingThe Finit Solutions SeriesThe Finit Solutions Series

AmIanexistingclient? WhatbenefitsdoIgetfromupgradingmyapplicationstoEPMA?

p g

g pg g y pp Ifyouhaveseveralapplicationsthatcanleverageshareddimensions,youcouldminimize

applicationmaintenance.

Shareddimensionscanalsoensuremetadataintegrityacrossthedifferentapplicationsbyensuring the same labeling and hierarchy is usedensuringthesamelabelingandhierarchyisused.

DoesEPMAsupportthefunctionalityIneedtoday?

WhatbenefitsdoIgetfromstartingtouseCalculationManager? Documentation features on the calculations Documentationfeaturesonthecalculations. Lessrelianceonrulemaintenanceinprogramminglanguages.Thismayleadtoagreater

abilityformoreuserstobuildandunderstandthecalculations.

ShouldIupgradesomeoftheapplicationsbutnotallpg pp YoucanhaveamixofEPMAandClassicapplicationsaspartofyouroverallsolution. ThisisagoodwayofgettingyoursupportstaffuptospeedwithEPMAfunctionality.




ClassicorEPMAThe Finit Solutions SeriesThe Finit Solutions Series

HFM HFM Planning Planning Essbase Essbase

WhataremyOptions:HFMClassic

HFMEPMA

PlanningClassic

PlanningEPMA

EssbaseClassic

EssbaseEPMA

ClassicMetadata X X X

EPMA M t d t X X XEPMAMetadata X X X

ClassicData Load X X X X X

EPMADataLoad X X X

ClassicBusiness Rule X X X X X X

EPMACalcManager X X X X X X

HBRBusiness Rules na na X X

Once an application is on EPMA the interface does not provide for a way to return to Classic.


to Classic.



EPMAsupportforHFMThe Finit Solutions SeriesThe Finit Solutions Series

Youcannot: ReorderthechildmembersofthesystemgenerateddimensionslikeValue,

pp

y g ,ICP,ViewandAlias.

DeployanHFMapplicationwithouttheICPandValuedimensions. Deploy an HFM application if the label or description of the PeriodDeployanHFMapplicationifthelabelordescriptionofthePeriod

dimensionhaschangedaftertheinitialdeployment.PerioddimensionshouldalwaysbesetasaLocaldimension.

Deploy an HFM application if the necessary dimension associations are notDeployanHFMapplicationifthenecessarydimensionassociationsarenotactivated.




EPMAsupportforEssbaseThe Finit Solutions SeriesThe Finit Solutions Series

Applicationanddatabasenamesarelimitedto8characters.Inaddition,namesmustnotcontainanyspecialcharacters.

pp

, y p

Thealiasdimensioncancontainupto10members.Ataminimum,amembernamedDefaultisrequiredinthisdimension.

Essbase(ASO)isalsoreferredtoasEnterpriseAnalytics.Essbase(BSO)isalsoreferredtoasEssbaseAnalytics.

In some cases if you make changes to the Auto ConfigureInsomecases,ifyoumakechangestothe AutoConfigure propertyinEPMAitdoesnotoverwriteinEssbase.IfyousettheDimensionStorageTypepropertyinEssbaseapplications,you

t t th "A t fi " t l t F l b fmustsetthe"Autoconfigure"propertyvaluetoFalsebeforeyoudeployorredeploytheapplicationtoEssbase.




EPMAsupportforEssbaseThe Finit Solutions SeriesThe Finit Solutions Series

Youcannot: UseEPMAtocreateHybridAnalysisorAdvancedRelationalAccesscubes.

pp

y y

UpgradeexistingEssbaseapplicationswithmorethanonecubetoEPMA. ValidateformulaswithinEPMA.

EPMA d t t EPMAdoesnotsupport: Databaseadministrationfeaturesincludingpartitionmanagement,drill

throughdefinitions,andsecurity.

Theconceptofmultipledatabases.EPMAallowsa1to1relationshipbetweenanEssbaseapplicationandanEssbasedatabase.



UpcomingWebinarsandFinit ContactsFinitContacts




UpcomingWebinarsThe Finit Solutions SeriesThe Finit Solutions Series

GettingtheMostoutofEPM:InfrastructureforFinancePeople

p g

ThiswebinaronMarch16willtakeyouthroughoneoftheareasthatwegetthemostquestionson.ThewebinarwillcovertopicsincludinganoverviewofthebasicelementsoftheEPMinfrastructureandhowtheyinteract.WewilldiscusssomeofthetechnicalcomponentsthatexistinanEPMenvironment.Thefocuswillbeonwhatfinancepeople need to know when it comes to the technical infrastructure for their EPMpeopleneedtoknowwhenitcomestothetechnicalinfrastructurefortheirEPMenvironment.

Toregister,gotowww.finitsolutions.com/Insights_Webcast.html




FinitContactsThe Finit Solutions SeriesThe Finit Solutions Series

[email protected]

Questions?LesterMaldonado

[email protected]

214 223 8534

Emailusfora214.223.8534

EdDeLise

copyoftheslidesor

link to the recording

[email protected]

678.296.3611

linktotherecording.JoeMizerk

[email protected]

919 349 5029


919.349.5029